VBR icon

Vanguard Small-Cap Value ETF

1,149 hedge funds and large institutions have $15.7B invested in Vanguard Small-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 523 increasing their positions, 340 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,149
Holders Change
+11
Holders Change %
+0.97%
% of All Funds
18.18%
Holding in Top 10
105
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.06%
% of All Funds
1.66%
New
104
Increased
523
Reduced
340
Closed
74
Calls
$12.4M
Puts
$5.38M
Net Calls
+$7.06M
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
551
Citizens Financial Group
Rhode Island
$1.2M -$528 -3 -0%
CTA
552
Chesley Taft & Associates
Illinois
$1.19M
CA
553
Clearstead Advisors
Ohio
$1.19M -$174K -991 -13%
RHBC
554
R.H. Bluestein & Co
Michigan
$1.19M -$147K -837 -11%
DPI
555
Diversified Portfolios Inc
Michigan
$1.18M +$419K +2,380 +55%
Boston Partners
556
Boston Partners
Massachusetts
$1.18M +$1.18M +6,902 New
FLPIM
557
F.L. Putnam Investment Management
Massachusetts
$1.18M +$10.9K +62 +0.9%
TPCW
558
TD Private Client Wealth
New York
$1.17M -$53.5K -304 -4%
SFP
559
Strategic Financial Partners
Oregon
$1.17M -$73.7K -419 -6%
KA
560
Klingman & Associates
New York
$1.15M -$20.2K -115 -2%
AT
561
American Trust
Kentucky
$1.15M +$897K +5,097 +356%
WI
562
Wintrust Investments
Illinois
$1.15M -$65.8K -374 -5%
FCH
563
Freestone Capital Holdings
Washington
$1.14M -$139K -792 -11%
NW
564
NewEdge Wealth
Pennsylvania
$1.14M -$138K -787 -11%
HA
565
HC Advisors
Georgia
$1.14M +$73K +415 +7%
Wealthfront Advisers
566
Wealthfront Advisers
California
$1.14M +$651K +3,698 +134%
BP
567
Ballentine Partners
Massachusetts
$1.13M -$230K -1,309 -17%
WP
568
Wealthspan Partners
Iowa
$1.12M +$18.3K +104 +2%
TFGT
569
TS Financial Group (TSFG)
Illinois
$1.12M -$17.6K -100 -2%
ST
570
Smithfield Trust
Pennsylvania
$1.12M -$59.5K -339 -5%
PSF
571
Pacific Sun Financial
California
$1.11M +$51.9K +295 +5%
BC
572
Burleson & Co
California
$1.11M -$60.5K -344 -5%
OC
573
Oppenheimer & Co
New York
$1.11M +$35.9K +204 +3%
AIA
574
Alera Investment Advisors
Illinois
$1.1M -$9.33K -53 -0.8%
BWM
575
BCS Wealth Management
Tennessee
$1.1M -$57.4K -326 -5%